Position in NVDA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,296,383
+$90,582 QoQ
Shares Held
6,479
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
13.53%
of 13F equity value
Holder Rank
#4,708
of 5,888 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$800,360
PutShares
4,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $1,429,248 across 10 Semiconductors names. NVDA ranks #1 (90.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
6,479 | $1,296,383 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
80 | $38,204 | |
| 3 | AVGO |
Broadcom Inc.
|
95 | $35,886 | |
| 4 | QCOM |
Qualcomm Inc/De
|
164 | $30,305 | |
| 5 | TXN |
Texas Instruments Inc
|
55 | $16,393 | |
| 6 | NVTS |
Navitas Semiconductor Corp
|
487 | $8,727 | |
| 7 | MU |
Micron Technology Inc
|
2 | $2,308 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
1 | $580 |
All Filings in NVDA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,296,383 | 6,479 | Shares | Sole | 2026-07-10 | |
| 2026-06-30 | $800,360 | 4,000 | Put | Sole | 2026-07-10 | |
| 2026-03-31 | $1,205,801 | 6,914 | Shares | Sole | 2026-04-13 | |
| 2026-03-31 | $697,600 | 4,000 | Put | Sole | 2026-04-13 | |
| 2025-12-31 | $932,500 | 5,000 | Put | Sole | 2026-01-28 | |
| 2025-12-31 | $1,290,393 | 6,919 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||